Pacific Horizon Investment Trust Strategic Asset Allocation Index
Pacific Horizon Investment Trust strategic asset allocation index. Pacific Horizon Investment Trust (PHI) has a Strategic Asset Allocation Index of 103.1% as of January 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX632.62 Million) total GBX632.62 Million, measured against net assets of GBX613.74 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PHI net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Pacific Horizon Investment Trust (2014–2024)
Strategic asset allocation index of Pacific Horizon Investment Trust from 2014 to 2024. This chart shows how Pacific Horizon Investment Trust's Strategic Asset Allocation Index has evolved across 14 annual periods from 2014 to 2024. As of January 2025, the index stands at 103.1%, representing strategic assets of GBX632.62 Million against net assets of GBX613.74 Million GBX. Check PHI tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Pacific Horizon Investment Trust Strategic Asset Allocation Index by Year (2014–2024)
Pacific Horizon Investment Trust strategic asset allocation index by year from 2014 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Pacific Horizon Investment Trust from 2014 to 2024, covering 14 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see Pacific Horizon Investment Trust stock valuation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 100.7% | GBX606.17 Million | GBX- | GBX606.17 Million | GBX601.97 Million | ▲ +2.9 pp |
| 2023 | 97.8% | GBX572.75 Million | GBX- | GBX572.75 Million | GBX585.56 Million | ▼ -1.9 pp |
| 2022 | 99.7% | GBX608.54 Million | GBX- | GBX608.54 Million | GBX610.55 Million | ▼ -5.8 pp |
| 2021 | 105.5% | GBX725.12 Million | GBX- | GBX725.12 Million | GBX687.23 Million | ▲ +1.4 pp |
| 2020 | 104.1% | GBX316.95 Million | GBX- | GBX316.95 Million | GBX304.40 Million | ▼ -4.1 pp |
| 2019 | 108.2% | GBX219.98 Million | GBX- | GBX219.98 Million | GBX203.35 Million | ▲ +0.3 pp |
| 2018 | 107.9% | GBX221.07 Million | GBX- | GBX221.07 Million | GBX204.88 Million | ▼ -126.2 pp |
| 2017 | 234.1% | GBX5.01 Billion | GBX3.74 Billion | GBX1.27 Billion | GBX2.14 Billion | ▲ +127.1 pp |
| 2017 | 107.0% | GBX179.52 Million | GBX- | GBX179.52 Million | GBX167.75 Million | ▼ -147.2 pp |
| 2016 | 254.2% | GBX5.53 Billion | GBX4.09 Billion | GBX1.44 Billion | GBX2.18 Billion | ▲ +151.3 pp |
| 2016 | 102.9% | GBX131.42 Million | GBX- | GBX131.42 Million | GBX127.70 Million | ▼ -128.6 pp |
| 2015 | 231.6% | GBX5.59 Billion | GBX4.16 Billion | GBX1.43 Billion | GBX2.42 Billion | ▲ +123.6 pp |
| 2015 | 108.0% | GBX135.13 Million | GBX- | GBX135.13 Million | GBX125.17 Million | ▼ -89.3 pp |
| 2014 | 197.3% | GBX5.92 Billion | GBX4.29 Billion | GBX1.63 Billion | GBX3.00 Billion | — |